Method Beta General Q & A

Re: App Updates

Method_Jonathan — Mon, 25 May 2015 23:09:23 GMT

May 25th, 2015

Contacts App

Updated App Description
Removed App Ribbon from Edit Entity Screen (Ticket AS-769)
*New* Added ability to add / edit Lead Source (Ticket AS-442)

Activities App

Updated App Description
Corrected criteria used for verifying required fields when creating a new follow-up activity from the New Activity screen (Ticket AS-755)

Opportunities App

Updated App Description
Corrected Opportunities App Ribbon count to include all opportunities (Ticket AS-695)

Invoices App

Updated App Description
*New* Added QBO Global Screen version for New / Edit Invoice screen
*New* Added QBO Global Screen version for Add / Edit Item screen

Estimates App

Updated App Description
*New* Added QBO Global Screen version for New / Edit Estimate screen
*New* Added QBO Global Screen version for Add / Edit Item screen

Sales Receipts App

Updated App Description
*New* Added QBO Global Screen version for New / Edit Sales Receipt screen
*New* Added QBO Global Screen version for Add / Edit Item screen

Items App

Updated App Description
*New* Added QBO Global Screen version for New / Edit Service screen

Sales Orders App

Updated App Description

Payments App

Updated App Description

Classes App

Updated App Description

Terms App

Updated App Description

Accounts App

Updated App Description

Sales Reps App

Updated App Description

Re: App Updates

Method_Jonathan — Wed, 13 May 2015 13:39:35 GMT

May 13th, 2015

Invoices App

Fixed issue related to permissions on New / Edit Invoice screen

Re: App Updates

Method_Jonathan — Wed, 06 May 2015 14:13:44 GMT

May 6th, 2015

Activities App

*New* Added ‘Assigned To’ field to the advanced grid search (Ticket PL-580)
Addressed messaging when deleting an Activity Type currently in use (Ticket AS-142)
Addressed naming of Activity Category column in Activity Type List screen (Ticket AS-470)
Edit Activity screen now saves changes prior to navigating to View Contact screen (Ticket PL-571)
Fixed naming of Activity Status Type column in Activity List screen (AS-674)

Opportunities App

*New* Added ability to edit Lead Source from Opportunity app (Ticket AS-442)
Addressed issue where Opportunity app ribbons did not support the ‘new’ command (Ticket PL-653)

Re: App Updates

Method_Jonathan — Tue, 28 Apr 2015 14:47:14 GMT

April 28th, 2015

Sales Receipts App

*New* Added App Preference snapshot to allow users to set default email templates (Ticket AS-587)
Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
Addressed issue where Sales Tax Group Items are not displaying in Sales Tax Drop Down (AS-588)
Addressed issue where Total Amount field in Add/Edit Item screen was not visible to end users (Ticket AS-586)

Opportunities App

*New* Added App Preference snapshot to allow users to set default email templates (Ticket AS-587)
Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)

Items App

Addressed filtering issue within SubItem field for Inventory Items (Ticket AS-622)

Re: App Updates

Method_Jonathan — Tue, 21 Apr 2015 20:05:33 GMT

April 21st, 2015

Contacts App

*New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
*New* Added Customer:Job field to New Contact & Edit Entity screens (Ticket AS-160)
*New* Added Customer FullName field to grid in Contact List screen. Field is hidden by default, but still searchable using basic search. (Ticket AS-123)
Addressed issue where Contact Name is updated to blank when Contact First and Last Name fields are blank (Ticket AS-623)
Addressed issue where Placeholder text is visible on screen load (Ticket AS-594)
Addressed issue where View Contact screen details were not updated when returning from the Edit Contact and Edit Entity screens (Ticket AS-156)
Updated logic within View Contact screen Back button to close screen instead of remaining open (Ticket AS-149)

Estimates App

*New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
Addressed issue where Sales Tax Item did not carry over from Estimate to Sales Order (Ticket AS-138)
Addressed issue where Total Amount field in Add/Edit Item screen was not visible to end users (Ticket AS-587)

Sales Orders App

*New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
Added Customer Message field to New / Edit Sales Order screen (Ticket AS-597)
Renamed ‘Rep’ to ‘Sales Rep’ (Ticket AS-596)
Updated naming of TagList field in Sales Order List grid (Ticket AS-614)
Updated logic around how the Total Amount field is calculated in the Add/Edit Item screen (Ticket AS-587)

Invoices App

*New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
Addressed issue where Total Amount field in Add/Edit Item screen was not visible to end users (Ticket AS-587)

Sales Rep App

Updated Sales Rep List back button to utilize browser history (Ticket AS-585)

Payments App

*New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
Addressed issue where checkbox column disappeared on Select Invoices to Pay screen (Ticket AS-139)
Updated logic to ensure new payments are initially created with a value of $0.00 (Ticket AS-132)
Addressed issue whereby a user received an error when creating a payment record from a customer having a negative balance (Ticket AS-163)

Activities App

*New* Added App Preferences to allow users to set default print and email templates (Ticket AS-587)

Terms App

Updated ‘Terms is active’ to ‘Term is active’ (Ticket AS-615)

Re: App Updates

Method_Michael — Tue, 03 Feb 2015 21:14:45 GMT

February 3, 2014

Contacts

Fixed issue with Auto set name when creating a new contact.
Fixed issue with loading contact information in the Contact portal home screen.

Re: App Updates

Method_Michael — Wed, 21 Jan 2015 17:34:10 GMT

January 21, 2014

Sales Orders

Updated filters in grids, drop downs and snapshot with improved filters.
Fixed issue where tax groups were not showing up on Sales Order. (ticket #4180)

Re: App Updates

Method_Michael — Mon, 19 Jan 2015 01:04:46 GMT

January 18, 2014

Estimates

Updated filters in grids, drop downs and snapshot with improved filters to account for QBO vs QBD difference
Fixed issue where tax groups were not showing up on invoices. (ticket #4180)
Updated app to be ready for the release of the opportunties app

Re: App Updates

Method_Michael — Mon, 19 Jan 2015 00:50:51 GMT

January 18, 2014

Invoices

Updated filters in grids, drop downs and snapshot with improved filters to account for QBO vs QBD difference
Fixed issue where tax groups were not showing up on invoices. (ticket #4180)
Updated app to be ready for the release of the opportunties app

Re: App Updates

Method_Michael — Fri, 16 Jan 2015 20:13:21 GMT

January 16, 2014

Activities

Fixed issue with follow-up activity section showing up in cases where its is not supposed to.
Fixed issue with GoTo Contact on activities not hiding.
Updated Activities app ribbon summary
Updated app to be ready for the release of the opportunites app.

Re: App Updates

Method_Michael — Thu, 15 Jan 2015 22:51:33 GMT

January 15, 2015

Contacts

Fixed issues with adding new contacts from app ribbon (ticket #4607,4189)
Fixed issue with phone number overwriting postal code on creating new contact (ticket #4570)
Updated filters in grids and drop downs with improved filters to account for QBO vs QBD difference. (ticket #5237)
Fixed issue with othername not saving address info (ticket #5254)
Updated app to be ready for the release of the opportunties app.

App Updates

Method_Michael — Mon, 15 Dec 2014 20:17:52 GMT

December 15, 2014

Activities

Fixed issue with follow-up activities defaulting to completed